Construction

Hi everyone,I’m looking for some guidance on handling two different retainage amounts on a single AP invoice in Acumatica.For example, suppose we have:AP invoice: $100,000 Retainage 1: 10% ($10,000)  →default Retainage  GL account 2000-to be released when the project reaches completion Retainage 2: 5% ($5,000) → New Retainage GL account 2100 → to be released 12 months later Net amount paid to the vendor initially: $85,000I would like to track these as two separate retainage liabilities, with each going to a different GL account and having its own release timing.However, I don't see an option in Acumatica to configure two retainage accounts and two separate levels/stages of retainage release on the same AP invoice.Has anyone dealt with this scenario in Acumatica?Is there a standard way to:Record two different retainage amounts on one AP invoice; Post each retainage amount to a different GL account; and Release each retainage independently at different times?If this isn't supported by th

Hi everyone,I need some advice on a tricky situation: We want to add delivery costs as Landed Cost on a PO Receipt so it goes into our inventory value. But our delivery workers are individual contractors. We manage them using Subcontracts to automatically calculate their Personal Income Tax (PIT). Landed Costs usually link to regular AP Bills, not Subcontracts.Has anyone found a smart workaround (maybe using clearing accounts or special setups) to get delivery costs into inventory while still handling Subcontract PIT taxes?I know this is not a standard feature, but I would love to hear your ideas!Thanks a lot!

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

Anyone have a working import scenario to delete Project Template Tasks?Due to how the template format is in the screen, it seems that it cannot find the Project Template.  I tried a few ways even using the description, but it is unable to find the record. Client uses two segments for their project task record, and it looks like the screen only shows the first segment and this might be part of the problem.When you pass the template ID with two segments it says it doesnt exist.I can use the GI but as there is about 2800 records this takes some time.

i have a client who is using task, item and cost code on their cost budget.  everything has it’s own description (task is filled out on the task tab of the project) however, when i add the cost code to the cost budget, the description inputs the cost code description, not the task description or the item description.  i was wondering if there was a way to change what description defaulted to that (ideally, i would like the inventory description to populate in the field): 

We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

The method in which retainage for Proforma/AIA invoices is done, is causing extra work on our team. With Acumatica's method of not being able to run an invoice and a retainage invoice with the same date has a high risk for error and corrections. A product enhancement to change the function and flow for retainage invoices that require an AIA should be looked at. Our legacy system allowed us to process these easier. Is there anything in the works to enhance this function?

How would I run a report to show me the open AP documents for a specific period? Currently the reports are not tying because the AP bills were paid in a future period, so they seem to be omitted from AP Open Documents by Vendor. Our AP Aging report won’t work because it doesn’t seem to handle retainage documents.Any ideas on how to accomplish this? Is it a feature out of the box?

We have a workflow in which once a Subcontract has been fullly Billed, we create an invoice in our system to release the retainage.  There is usually no progress billing on that bill, and we are looking to release all retainage for that contract.It appears that there is a way to release retainage for a single bill at a time, but if I have a scenario like this:Subcontract total value: $10000Bill 1: $5000, with $500 retainageBill 2: $2500, with $250 retainageBill 3: $2500, with $250 retainageOnce that last bill is out, we create a ‘Retainage Release’ of $1000.  Is there any way to do this efficiently in the Acumatica API, other than finding all the Bills against a subcontract and looping through, releasing against each Bill?Or can I somehow release the full $1000 against the Subcontract in a single call?

We are a small manufacturing company but use projects to track both our shop jobs and field jobs.  Currently the process to allocate materials to a field job is prohibitive.  We will do the following steps 30-60 days prior to the job being on the schedule.  Project inventory is turned on.  1) a transfer has to be created to move the materials from free stock to project stock (this then removes items from availability.)  Then the items are added to a PR Sales Order for shipping.  PR sales order does not update inventory or GL.  Then an inventory issue is processed when the materials leave the shop relieving the inventory from the Project Stock location and costing it to the job.How can we issue the materials (reserve) them for the project in the inventory so that the items don’t show available for other orders but would still be shown as in the warehouse until it is shipped to the project.  If we do an issue up front, it removes the items from available inventory, however the stock is s

Good,The issue is that when you create a quote with the same item number, say three times with different costs and then create the project the items are aggregated on one line.  (Operations has set a reduction protocol that reduces the the rate based on the amount of tools runs; 1st run at full price, 2nd run at half off, etc.)  I know I can make additional items numbers based on the protocol or make a discount code based on the rate.  We have over 10 different types of tools. The quote is provided to the customer based on the number runs.  This might change when the project begins either adding of deleting some. Questions,  How do I make the conversion to quote keep all the duplicate items on separate lines?  I don’t want them to aggregate.  Is this a billing rule?  Or Allocation update.  I am sort at a loss who to make Project Quote to Project conversion keep the lines separate without aggregating them.Thank you for your assistance.Evan

Currently when you upload the revenue items in a project, cost codes are not available to be imported.  Would be nice to extend this. Has anyone found a workaround, or created a customization?  We typically have 100 plus task on each project, would be nice to upload with all the other information. Thanks,Jeremy  

Anyone that uses Rental360, can anyone tell me what “enable rental corrections” entails? What part is it referring to for corrections?  

Hello all,How can one create task situated under Activities tab in PM301000. I came across Task templates screen, so I mapped the values and then setup the biz event that should be triggered when the Project status changes to Active. But it is not firing off. Can anyone guide me on this?

Team - one of our customers wants to limit the characters used for Project Tasks.  This is simple enough.  However, it turns out that the consultant who originally configured this customer somehow (???) added a Task to Project X.  To make matters more unnecessarily inconvenient, they used the maximum characters allowed by the segmented key.  I can neither open this task (on Project Tasks), delete the tasks using a Mass Update, or Update the Task ID (also using a Mass Update).  I’ve also tried renaming the Non-Project Code, but this isn’t helpful either. Is there a way, short of using a customization, that I can access this task to delete it? How in the world was this able to be done in the first place? Thanks in advance!

Wonder if anyone has started looking into the new Materials Management feature in the Construction edition and if so, any thoughts/feedback on it?It looks like it shows promise but we aren’t going to be using this in a typical construction scenario since we are focused on Custom Engineering projects and simpler/smaller types of transactions where we aren’t using hundreds of materials. Thank you.NOTE for Acumatica, please add a Tag for “Material Management” for posts.

Hello!Do any of you that use Payroll print multiple w2’s for multiple cities?  We have used Aatrix in the past but they say they can no longer do this because Acumatica is webbased. Thank you! Kay Howe

Hello Acumatica Community,I'm excited to invite a limited number of Acumatica customers to participate in an exclusive Acumatica Customer Program designed to demonstrate how predictive AI decision intelligence can help executive leadership and project teams improve project outcomes.This exclusive program is being offered by TrueProject for Acumatica customers and is proudly sponsored by Acumatica Chief Product Officer Jon Pollock.As a participant, your organization will receive a complimentary 30-day evaluation of TrueProject with no cost, no commitment, and minimal to no IT involvement.During the evaluation, you'll experience how predictive AI can help your organization:Gain an objective, AI-driven assessment of the health and success likelihood of your active projects. Identify project risks weeks earlier than traditional reporting methods, providing more time to take corrective action. Receive practical AI recommendations to improve project outcomes before issues become critical. Pr

Does anyone know if this functionality has been improved?This is an operational situation we see, both planned an unplanned, where we want to be able to link demand from an existing Service Order to an existing Purchase Order.This is in order to account for changes/mistakes after the original purchase order was created from the demand and also we need to be able to take advantage of purchase requirements for vendors such as minimum order qty, total order amount, free shipping, etc.Our purchasing is not centralized and many people do their own purchasing as needed.There should be a way to link to demand from transactions that haven’t been purchased yet to existing purchase orders.One way would be to identify an Existing Purchase Order on the Create Purchase Orders screen before the processing happens.Another option is to have the ability to set the PO Detail Line Line Type to Goods for SO or Goods for FS and be able to lookup and set the Sales Order or Service Order detail line.Another

We have a requirement to restrict the release of SOs and Invoices linked to a Project: Current behavior: The system allows releasing SOs/Invoices even if the customer is different from the Project's customer. Our requirement: We want to block the release if the customer on the SO/Invoice does not match the Project's customer. The system should only allow releasing when the document customer is the same as the Project customer. Is there a way or setup to apply this rule to our system?

Hello everyone! Acumatica Project&Construction team is planning to implement a new functionality - Prepayment for projects. I saw it was discussed and requested on the community several times:Prepayments to show on a project | CommunityConstruction Customer Prepayment | Community Could you please share with me how do you need to recognize the taxes for AR deposit on project? and when do you need recognize taxes? What is your setup for taxes for deposit on project? Could you please describe your business case when you need deposit on project? How do you request deposit for project? How do you process deposit got for project?  What is important for you when you work with prepayments on project?Thank you in advance for your answers!Have a good day!

Hi good day.On the customer contracts screen, when adding a file to a contract with already existing files, i received this error message.Did anyone encountered the same? Thank you.

Hello all,How can we record loan (liability) against a project in acumatica? So the project will first start with construction which will be funded from loan - as a liability and not income. Then once the project is about to be closed, it is open to be sold out - so the interested prospect pays the deposit for the project which is also a liability and when the prospect signs off the deal, he’s converted to the customer and then the invoice is generated for that project.How can we handle the same in Acumatica? Since its project with 2 accounts - Loan & customer.

I would like to gather suggestions on how we cam handle intercompany transaction under a single Job in Acumatica? Also, looking to restrict the visibility of for instance, Company A data to not be visible under Company B and Vice Versa.What could be best practice?